Update a CWM Board view

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read

    • Modify the display preferences of your Collaborative Work Management (CWM)Boards and update the existing personal or shared views.

    Before you begin

    Role required: sn_cwm.cwm_user

    Procedure

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select a Board for which you want to update a view.
    3. From the view switcher, select a view that you want to modify.

      View switcher in CWM Board.

    4. Modify the display preferences of the Board data using the personalization settings, sorting, filtering, and adding custom columns.
      For more information, see Personalize List, Gantt and Kanban display for CWM Boards.
    5. Select Save view.

      Save a CWM view.

    6. Select Save to current view.

      Save view dialog box.

      Note:
      If you select the Don't show this again checkbox, this dialog box doesn't appear the next time.

    Result

    The current view is updated with the changes that you made.